Frequently Asked Questions
Get clarity on our diagnostic and review process
What is a tax diagnostic?
A tax diagnostic by TaxCheckup is a detailed assessment of your filed tax returns to uncover overlooked entries and opportunities for compliance enhancement. Our professionals review deductions, credits, and filing accuracy to ensure your submissions adhere to current Canadian tax guidelines.
Why do I need a second opinion?
A second-opinion review helps confirm that your tax filings are accurate and complete. If you've used another preparer or self-filed, our fresh perspective can highlight areas you may have missed and suggest adjustments in line with CRA rules.
How long does the review process take?
Review timelines vary based on the complexity and volume of documents, but most clients receive preliminary feedback within 5 business days from submission of all relevant files.
What documents should I prepare?
Please provide copies of your recent tax returns, notices of assessment, receipts for deductible expenses, and any correspondence with tax authorities. The more complete the documentation, the more thorough our analysis.
How much does the service cost?
Our diagnostic review service starts at $450, depending on the volume of documents and complexity. A detailed quote will be provided once we understand your specific needs.
How do I get started?
Tax diagnostics is a structured process where our specialists review your past filings to detect inconsistencies, missed compliance items, and areas for potential procedural improvements without altering submitted documents.
Who can benefit from a second-opinion review?
Any individual or business in Canada seeking an independent assessment of their submitted tax returns can benefit. Whether you’re preparing for audits or simply want added confidence, our team offers objective insights.
How does the review process work?
After you securely send us your documents, our team conducts a line-by-line analysis. We then compile a clear report highlighting observations, potential adjustments, and recommended next steps tailored to your situation.
What if issues are found?
If we identify areas needing attention, we provide detailed notes and actionable suggestions. You can choose to implement these recommendations on your own or seek further guidance from our advisory team.
How long does the service take?
Turnaround times vary by complexity, but most reviews are completed within 5 to 7 business days from receipt of all necessary documents.
Do I need to provide documents online?
Yes. We use secure file transfer protocols to protect your information. You’ll receive instructions for uploading documents through our encrypted portal.
Can I schedule a consultation?
Absolutely. Once your review is underway, you can book a follow-up discussion with our analysts to go over the findings and action plan.